We have "unique" document numbers, but we end up having several or many files in the vault with the same document number (ie solidworks drawing, pdf copy of it, dxf version, as-built scanned record, customer accepted scan, etc.). Some of my users want to quickly be able to communicate a specific file.

Yes it is currently very customized. Users would prefer to not have to select several options, just the ID#. I'd love to use the built in ID and not have to assign a new variable. But it is looking like that is not currently an option...

This is a very common request from a few clients so I thought it was worth giving this a go with a right click menu add-in.

Import this CEX to your sandbox vault, setup a new card variable to store your DocumentID, right click one or more files (checked in or out), right click > Grab DocID, select the card variable you created to store the DocumentID, and the add-in does the rest.

Since your team has brought me plenty of work in the past, I thought this simple add-in was worth it for you guys and maybe this will help someone else.

The files can be checked out or not

Right click one or more files and select Grab DocID

Select the card variable to update. In my case, I made a card variable called DocumentID

The status dialog will stay on top while the work is being done

When the add-in is finished updating the DocumentID, you will be prompted with the standard "Check in" dialog

When the entire process is done, click the exit button.

This add-in is provided as-is without warranty, express or implied. Use at your own risk.